Clearstead Advisors’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17K | Sell |
2,015
-140
| -6% | -$1.5K | ﹤0.01% | 1483 |
|
|
2025
Q4 | $29.1K | Sell |
2,155
-195
| -8% | -$3.11K | ﹤0.01% | 1593 |
|
|
2025
Q3 | $40.7K | Buy |
2,350
+863
| +58% | +$18K | ﹤0.01% | 1343 |
|
|
2025
Q2 | $36.5K | Buy |
1,487
+137
| +10% | +$3.13K | ﹤0.01% | 1395 |
|
|
2025
Q1 | $28.4K | Buy |
1,350
+800
| +145% | +$22.7K | ﹤0.01% | 1317 |
|
|
2024
Q4 | $18.9K | Buy |
550
+150
| +38% | +$4.66K | ﹤0.01% | 1405 |
|
|
2024
Q3 | $9.69K | Hold |
400
| – | – | ﹤0.01% | 1588 |
|
|
2024
Q2 | $11.6K | Hold |
400
| – | – | ﹤0.01% | 1520 |
|
|
2024
Q1 | $9.98K | Buy |
400
+300
| +300% | +$8.42K | ﹤0.01% | 1056 |
|
|
2023
Q4 | $2.87K | Hold |
100
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q3 | $2.55K | Buy |
100
+50
| +100% | +$1.67K | ﹤0.01% | 1366 |
|
|
2023
Q2 | $1.82K | Hold |
50
| – | – | ﹤0.01% | 1173 |
|
|
2023
Q1 | $1.68K | Sell |
50
-450
| -90% | -$9.21K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $5.59K | Buy |
500
+20
| +4% | +$250 | ﹤0.01% | 972 |
|
|
2022
Q3 | $6K | Buy |
480
+150
| +45% | +$2.69K | ﹤0.01% | 946 |
|
|
2022
Q2 | $6K | Hold |
330
| – | – | ﹤0.01% | 974 |
|
|
2022
Q1 | $7K | Sell |
330
-64
| -16% | -$1.54K | ﹤0.01% | 1028 |
|
|
2021
Q4 | $12K | Buy |
394
+200
| +103% | +$8.1K | ﹤0.01% | 907 |
|
|
2021
Q3 | $9K | Buy |
194
+30
| +18% | +$1.53K | ﹤0.01% | 953 |
|
|
2021
Q2 | $10K | Hold |
164
| – | – | ﹤0.01% | 794 |
|
|
2021
Q1 | $11K | Hold |
164
| – | – | ﹤0.01% | 766 |
|
|
2020
Q4 | $23K | Buy |
+164
| New | +$22K | ﹤0.01% | 605 |
|
Other funds holding AI
VPM
VCM
